Franklin Retirement Advantage 2050 Fund Class R5 Shares
PAHDX
NASDAQ
| Weiss Ratings | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (5), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Franklin Retirement Advantage 2050 Fund Class R5 Shares | |||
| Category | Target-Date 2050 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.02% | |||
| Dividend | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.71% | |||
| Stock | 83.34% | |||
| U.S. Stock | 63.53% | |||
| Non-U.S. Stock | 19.81% | |||
| Bond | 10.87% | |||
| U.S. Bond | 9.52% | |||
| Non-U.S. Bond | 1.35% | |||
| Preferred | 0.08% | |||
| Convertible | 0.04% | |||
| Other Net | 4.95% | |||
| Price History | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.03% | |||
| 30-Day Total Return | -2.04% | |||
| 60-Day Total Return | -1.96% | |||
| 90-Day Total Return | 1.51% | |||
| Year to Date Total Return | 10.16% | |||
| 1-Year Total Return | 12.79% | |||
| 2-Year Total Return | 31.86% | |||
| 3-Year Total Return | 78.18% | |||
| 5-Year Total Return | 62.71% | |||
| Price | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $13.44 | |||
| 1-Month Low NAV | $13.44 | |||
| 1-Month High NAV | $13.68 | |||
| 52-Week Low NAV | $11.72 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $13.83 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 10.24 | |||
| Balance Sheet | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 37.84M | |||
| Operating Ratios | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.55% | |||
| Turnover Ratio | 28.00% | |||
| Performance | PAHDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.12% | |||
| Last Bear Market Total Return | -14.61% | |||